See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $751,519 | $177,572+323.2% | $154,803+385.5% | $142,382+427.8% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 19.26% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $6,993 | $4,810+45.4% | $4,305+62.4% | $4,299+62.7% |
| Participant deferral / active EE | $5,823 | $6,272-7.2% | $5,540+5.1% | $6,507-10.5% |
| Admin fee / account holder | $14,233 | $16,786-15.2% | $14,329-0.7% | $12,624+12.7% |